Aa Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Aa Financial Advisors, LLC

  • $345 Billion
  • Q3 2024

A detailed history of Aa Financial Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Aa Financial Advisors, LLC holds 5,614 shares of SCHD stock, worth $164,770. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,614
Previous 4,451 26.13%
Holding current value
$164,770
Previous $346 Million 37.11%
% of portfolio
0.14%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
BUY
$77.02 - $85.06 $89,574 - $98,924
1,163 Added 26.13%
5,614 $475 Million
Q2 2024

Jul 16, 2024
BUY
$75.81 - $80.15 $53,673 - $56,746
708 Added 18.92%
4,451 $346 Million
Q1 2024

May 03, 2024
BUY
$75.25 - $80.63 $69,681 - $74,663
926 Added 32.87%
3,743 $302 Million
Q4 2023

Apr 02, 2024
BUY
$66.9 - $76.32 $188,457 - $214,993
2,817 New
2,817 $214 Million

Others Institutions Holding SCHD

# of Institutions
1,753
Shares Held
275M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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